Philadelphia

Merrill Lynch Wealth Management Office
4 Penn Ctr
7th Floor
Philadelphia, PA 19103
215.587.4600
Learn more about an advisor's background on
Welcome to the Philadelphia branch. This collaborative network allows us to draw on each other’s diverse experiences so we can offer investing insights, perspectives, skills and wealth planning strategies that have been designed to help you and your family lead the lives you desire.
About the Branch
About Us

The advisors at the branch can offer financial strategies that come from years of combined wealth management knowledge and experience. We also stress that our role goes beyond wealth planning advice and guidance. Employing the broad resources of Merrill Lynch Wealth Management, advisors can assist with retirement income planning, guidance on concentrated stock positions and traditional investments, as well as providing access to Bank of America's estate planning services, while working with your outside professionals, such as accountants and tax attorneys.

Advisors at This Location
Collapse to see less advisors
Merrill Lynch Wealth Management
215.587.4647
Merrill Lynch Wealth Management
215.587.4757
Burrough Pinti Group
Merrill Lynch Wealth Management
215.587.4744
The Thomas & Lundby-Thomas Group
Merrill Lynch Wealth Management
215.587.4646
Merrill Lynch Wealth Management
215.587.4649
Merrill Lynch Wealth Management
215.587.4634
Merrill Lynch Wealth Management
215.587.4637
Merrill Lynch Wealth Management
800.203.5484
Calvin Thomas Headshot Image
Officer, Merrill Financial Solutions Advisor
215.587.4776
Managing Director, Wealth Management Advisor
215.587.4722
Merrill Financial Solutions Advisor
215.587.4602
Merrill Financial Solutions Advisor
215.587.4714
Merrill Financial Solutions Advisor
215.587.4701
Merrill Financial Solutions Advisor
215.587.4706
Robert Dolce Headshot Image
Merrill Financial Solutions Advisor
215.587.4640
Officer, Merrill Financial Solutions Advisor
215.587.4623
Financial Advisor
215.587.4617
Vice President, Wealth Management Advisor
215.587.4647
Financial Advisor
215.587.4655
Merrill Financial Solutions Advisor
215.587.4717
Merrill Financial Solutions Advisor
215.587.4622
Merrill Financial Solutions Advisor
215.587.4635
Vice President, Senior Financial Advisor
215.587.4742
Vice President, Wealth Management Advisor
215.587.4793
Financial Advisor
215.587.4603
Senior Vice President, Wealth Management Advisor
215.587.4744
Senior Vice President, Senior Financial Advisor
215.587.4638
Endri Rama Headshot Image
Merrill Financial Solutions Advisor
215.587.4661
Evan Savoth Headshot Image
Merrill Financial Solutions Advisor
215.587.4656
Merrill Financial Solutions Advisor
215.587.4769
Assistant Vice President, Senior Financial Advisor
215.587.4646
Assistant Vice President, Senior Financial Advisor
215.587.4698
Financial Advisor
215.587.4662
Merrill Financial Solutions Advisor
215.587.4651
Merrill Financial Solutions Advisor
215.587.4606
Assistant Vice President, Wealth Management Advisor
215.587.4666
Assistant Vice President, Senior Financial Advisor
215.587.4611
Jarrod Howard Headshot Image
Financial Advisor
215.587.4753
Merrill Financial Solutions Advisor
215.587.4719
Careers At Merrill
Opportunity awaits
At Merrill, you’re supported by a collaborative and diverse team of dedicated professionals focused on helping you take your practice to the next level.
Join us
About Merrill

Bringing fresh perspectives to your financial life

The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.

Sign Up for Perspectives Monthly E-Newsletter
Get the latest investment insights, tips and strategies to help you live your best financial life
Sign Up
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®, CPWA® and Certified Private Wealth Advisor®. Use of CIMA®, and/or Certified Investment Management Analyst®, CPWA® and/or Certified Private Wealth Advisor® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for certification.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CPWA® and Certified Private Wealth Advisor®. Use of CPWA®, and/or Certified Private Wealth Advisor® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for wealth advisors.
Sports & Entertainment Accredited Wealth Management Advisor™, SE-AWMA™, and the SE-AWMA™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Accredited Wealth Management Advisor™, AWMA™, and the AWMA™ logo certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Chartered SRI Counselor™, CSRIC®, and the CSRIC® logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.